SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948 | -4.7% | 14 | 0.0% | 0.00% | – |
| Q2 2023 | $995 | +4.7% | 14 | 0.0% | 0.00% | – |
| Q1 2023 | $950 | +3.4% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $919 | -8.1% | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -94.1% | 14 | -93.5% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | +6.2% | 214 | +3.4% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 207 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +27.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -65.6% | 207 | -72.5% | 0.00% | -75.0% |
| Q1 2020 | $32,000 | -28.9% | 754 | +0.9% | 0.01% | -11.1% |
| Q4 2019 | $45,000 | -13.5% | 747 | -18.9% | 0.01% | -18.2% |
| Q3 2019 | $52,000 | +372.7% | 921 | +360.5% | 0.01% | +450.0% |
| Q2 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -99.5% | 200 | -99.5% | 0.00% | -99.8% |
| Q3 2018 | $2,284,000 | +76033.3% | 39,482 | +69166.7% | 1.02% | +102400.0% |
| Q2 2018 | $3,000 | -97.2% | 57 | -97.7% | 0.00% | -93.8% |
| Q3 2016 | $109,000 | – | 2,516 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |